AAS
MMS icon

Avantax Advisory Services’s Maximus MMS Stock Holding History

Avantax Advisory Services’s Portfolio MMS Stock Details MMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$236K Buy
3,367
+45
+1% +$3.16K ﹤0.01% 2091
2025
Q1 		$227K Sell
3,322
-15,775
-83% -$1.12M ﹤0.01% 2024
2024
Q4 		$1.43M Buy
19,097
+869
+5% +$70.9K 0.01% 882
2024
Q3 		$1.7M Buy
18,228
+1,229
+7% +$110K 0.01% 778
2024
Q2 		$1.46M Buy
16,999
+1,061
+7% +$89.1K 0.01% 791
2024
Q1 		$1.34M Sell
15,938
-418
-3% -$34.4K 0.01% 656
2023
Q4 		$1.37M Buy
16,356
+1,011
+7% +$80.7K 0.01% 617
2023
Q3 		$1.15M Buy
15,345
+103
+0.7% +$8.38K 0.01% 631
2023
Q2 		$1.29M Buy
15,242
+1,082
+8% +$89K 0.01% 596
2023
Q1 		$1.11M Buy
14,160
+2,065
+17% +$159K 0.01% 634
2022
Q4 		$887K Buy
12,095
+96
+0.8% +$6.19K 0.01% 671
2022
Q3 		$694K Buy
11,999
+3,581
+43% +$223K 0.01% 658
2022
Q2 		$526K Buy
8,418
+414
+5% +$28K 0.01% 766
2022
Q1 		$599K Buy
8,004
+1,058
+15% +$81K 0.01% 722
2021
Q4 		$553K Buy
6,946
+689
+11% +$56.3K 0.01% 726
2021
Q3 		$520K Buy
6,257
+1,204
+24% +$103K 0.01% 711
2021
Q2 		$444K Buy
5,053
+1,146
+29% +$105K 0.01% 748
2021
Q1 		$348K Buy
3,907
+1,093
+39% +$89.4K 0.01% 748
2020
Q4 		$206K Buy
+2,814
New +$200K ﹤0.01% 870

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Avantax Advisory Services's MMS Position: Q2 2025 in Review

Avantax Advisory Services increased its Maximus (MMS) stake by 1.4% in Q2 2025, buying an estimated $3.16K and bringing the position to 3,367 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #2091.

Avantax Advisory Services first reported a position in MMS in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.7M in Q3 2024. 378 funds tracked by Wall St. Rank hold MMS as of Q2 2025.

  • Avantax Advisory Services held 3,367 shares of Maximus worth $236K as of Q2 2025.
  • Avantax Advisory Services bought 45 Maximus shares in Q2 2025, an estimated $3.16K.
  • Maximus made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2091 holding.
  • Avantax Advisory Services first reported a position in Maximus in Q4 2020 and has held it in 19 quarters since.
  • Avantax Advisory Services's Maximus position peaked at $1.7M in Q3 2024.
  • 378 funds tracked by Wall St. Rank held Maximus as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.